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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: keith rajski who wrote (8703)	1/20/1999 7:21:00 PM
From: SgtPepper	Respond to of 90042

Takeover rumor from Yahoo thread (FWIW) ______________________________________________ who are the suitors? by: _trojan_horse_ Hardly Sun. They already have 3 VMs, two in Sun microsystems and one by JavaSoft, as I've been told. Quantum must be one of them. I don't seem to recall when beta was a problem for executive of one company to sit on the board of another:-) If board is mulling over fair value at which to sell, executive of the bidding certainly doesn't belong. Now, from here we can easily derive takeover price we can expect. When Quantum guy left the board, price was 3 1/2. At which point they obviously did not have any takeover figure to speak about. Usually premium for hot research is 2 times current price. Since the stock is somewhat beaten, I'd expect it to be upto 3 times. IMO bidder is going from 5+ and will certainly agree at 7, while 'I' wants it over 10 and would probably give in between 8 and 9 1/2. I'd also be surprized if there is no other suitors, like one of PDAs. Anyone knows which PDA is their beta?